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NYSE - Nasdaq Real Time Price USD

XAI Octagon Floating Rate & Alternative Income Trust (XFLT)

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6.21
-0.06
(-0.96%)
At close: March 10 at 4:00:02 PM EDT
6.20
-0.01
(-0.17%)
After hours: March 10 at 7:19:51 PM EDT

Major Holders

Breakdown
3.07% % of Shares Held by All Insider
6.30% % of Shares Held by Institutions
6.50% % of Float Held by Institutions
50 Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Herzfeld (Thomas J.) Advisors, Inc 1.04M Dec 31, 2024 1.73% 6,434,497
Belpointe Asset Management LLC 613.46k Dec 31, 2024 1.02% 3,809,599
UBS Group AG 358.17k Dec 31, 2024 0.60% 2,224,229
LPL Financial LLC 348.4k Dec 31, 2024 0.58% 2,163,564
Cresset Asset Management, LLC 316.56k Dec 31, 2024 0.53% 1,965,862
Consolidated Portfolio Review Corp 270.42k Dec 31, 2024 0.45% 1,679,314
Lido Advisors, LLC 248.08k Dec 31, 2024 0.41% 1,540,589
Cambridge Investment Research Advisors Inc. 225.49k Dec 31, 2024 0.38% 1,400,292
J.W. Cole Advisors, Inc. 205.33k Dec 31, 2024 0.34% 1,275,074
Chicago Partners Investment Group LLC 179.69k Dec 31, 2024 0.30% 1,115,881

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
ETFis Ser Tr I-Virtus Private Credit Strategy ETF 165.35k Oct 31, 2024 0.28% 1,026,842
Invesco ETF Tr-Invesco Zacks Multi Asset Income ETF 85.11k Nov 30, 2024 0.14% 528,520

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